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Title: VMware To Lose 35 Percent of Workloads In Three Years

Link: https://slashdot.org/story/25/09/11/2027241/v...

By 2028, Gartner research VP Julia Palmer predicts that VMware will lose 35%
of its current workloads as Broadcom's licensing changes and rising costs
push customers toward competitors like Nutanix and public clouds. The
Register reports: On Wednesday at the analyst firm's Symposium event in
Australia, Palmer pointed out that the Broadcom business unit recently
tweaked its licensing program so that hyperscalers can no longer sell VMware
subscriptions to users of their hosted VMware services. Customers must
instead buy direct from Broadcom and use license portability entitlements for
any VMware infrastructure they host in hyperscale clouds. Palmer said that
decision shows VMware does not consider hyperscalers strategic partners, and
she thinks the feeling is mutual. Hyperscalers nevertheless welcome customers
who use them to run VMware workloads "because they know over time they will
convert you to 'proper cloud'." Which is one reason she expects VMware will
lose so many workloads: Hyperscalers will use their engagements with VMware
customers to extol the virtue of public clouds. Palmer thinks VMware
customers should heed that pitch. "We are all addicted to hypervisors, and
that needs to change," Palmer said, not least because Broadcom's acquisition
of VMware shows how lock-in to a virtualization platform can be costly. But
she counseled against planning to move all workloads off VMware, as no rival
vendor offers a superior platform and a full migration will take three or
more years. Palmer instead advised assessing which applications are ripe for
modernization and re-platforming, and shifting those -- a job that can take
up to a year.

Read more of this story at Slashdot.

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